Jon Chambers (Vice President) joined Schultz Collins in August 1995. From 1985 to 1995, Mr. Chambers worked as a consultant to retirement plan sponsors at Coopers & Lybrand. He specializes in the analysis, design and implementation of investment programs for retirement plans, helps companies develop efficient and successful plan administrative structures, and assists plan fiduciaries in fulfilling their responsibilities and mitigating their risk. Additionally, Mr. Chambers has provided litigation support services for disputes involving ERISA plans.

Mr. Chambers is a nationally recognized expert on 401(k) fee structures. He has met with officials from the Securities and Exchange Commission (“SEC”), the Government Accountability Office (“GAO”) and the Department of Labor (“DOL”) to discuss proposed new regulations relating to 401(k) fee disclosure. Recently, he testified before the U.S. House of Representatives Committee on Education and Labor on this issue.

An active member of the San Francisco Chapter of the Western Pension and Benefits Conference, Mr. Chambers is a past president of the Chapter, and served on its Executive Board for several years. He is also a member of the Profit Sharing/401(k) Council of America and the American Society of Pension Professionals and Actuaries. Mr. Chambers is a frequent speaker at WPBC, ASPPA and PSCA events.

Mr. Chambers has written numerous articles on retirement plan investing, and has served on the editorial board of the Compensation and Benefits Management Monthly. His articles have been published in the Journal of Financial Planning, Employee Benefit Plan Review, Journal of Pension Benefits and Profit Sharing (the magazine Mr. Chambers has been quoted on retirement plan topics in Global Finance, the Wall Street Journal, San Francisco Chronicle, San Jose Mercury News and San Francisco Business Times.

Mr. Chambers graduated from the University of California, Berkeley with a BA degree in Economics with departmental and college honors.

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